Marketing Tips

Search Engine Optimization

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Learn the top factors that affect your search listings, tips for website construction, how to develop and organize SEO-friendly content, how to use Google My Business, and the importance of social media on SEO.
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Email Marketing Tips

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Learn about compliance, how to build your list, get suggestions on how to create a strong cam-paign, master the art of creating a powerful email, get tips on lay-out, learn how to create strong calls-to-action, and get subject line DOs and DON’Ts.
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If You Loved Me, You Would Know

 

Have you ever lost a client? Do you know why? Shari Harley thinks probably not - so you're probably just lucky you haven't lost more.
One of the better workshops I attended at FPA Denver 2010 was Harley’s on asking questions. One of her most important points was that clients don't tell us what they want – they just expect us to know. Unfortunately, as she jokes, those clients don't present at our conferences. So you will have to incorporate it in your individual engagements. She also conducted an interesting exercise – list five prospects who left and list the reasons why.
 
The cornerstone of the client driven practice process is soliciting client feedback. While I am mostly concerned with the clients as a group, it is just as true on an individual basis. From client to client, in fact, you have an opportunity to tailor your service. Maybe not really customize, but enable the client to select from a number of options you can easily (and probably do) offer. Would you prefer to meet or keep in touch by phone? Be contacted by phone or e-mail? In the morning or the evening?
 
You can turn it around as well. You know what a financial advisor does, but does your client? How thoroughly to you discuss expectations on both sides when you take on a new client?
 
The most intriguing of the questions Harley asks her clients is about pet peeves. It's something that never occurred to me to ask. It offers the opportunity to avoid the worst possible reason to lose a client – because you did something that was annoying without realizing it. An example she offered was a client whose pet peeve was being late. For almost all of her meetings, she was consistently 15 minutes early. One time however, she arrived 5 minutes late. A year later, the client was still referring to that particular meeting and her tardiness. It amazed her that it continued to come up in conversation, so she asked. It turns out that being late is that client’s pet peeve. It didn't matter how many times she was early, the one time she was a little behind schedule was the one that lived in the clients memory. Picky, to the point of being silly? Sure. But that does not change how much it annoyed the client. And it is absurdly easy to avoid if you know about it ahead of time.
 
So, beyond the macro feedback I usually discuss – surveys, advisory boards, etc. – consider the micro as well. Include in your on-boarding process a few questions to assure that your service is just what the client wants.

 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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